Logan Pesses, CFP - UBS Financial Services

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370 17th St Ste 4100
Denver, CO 80202
+1 (440) 414-2758
https://advisors.ubs.com

Logan Pesses, CFP - UBS Financial Services is a wealth management firm based in Boulder, CO, dedicated to making a real impact in the lives of clients by offering customized financial planning and wealth management services. The firm focuses on building lasting relationships and provides tailored strategies to help clients navigate major life events while preserving and transferring their wealth.

The experienced team, including notable financial advisors like Rick Witherspoon and Janae Winner, works primarily with high net worth individuals and families, ensuring each financial plan is aligned with their unique goals and circumstances. With a commitment to quality client service, they utilize comprehensive wealth management solutions encompassing retirement planning, charitable giving, and investment strategies.

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